NEW Jersey Building Laborers Statewide Pension Fund
Taft-Hartley plan, based in Iselin, New Jersey, reporting $546M in assets, for 7,166 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Pension Benefit Information LLC appears on NEW Jersey Building Laborers Statewide Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023).
2 more advisers and 6 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Separate Account J3 commitments
- EB Temporary Investment3 commitments
- Ullico Infrastructure Tax Exempt Fu3 commitments
- Ullico Investment Advisors, Inc.3 commitments
- BNY Mellon3 commitments
- Ullico Investment Advisors3 commitments
Relationship network
29 connected entities9 observed commitments5 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (other) 5.1%
- Corporate debt instruments (preferred) 2.5%
- U.S. Government securities 11.4%
- Insurance company general account 0.1%
- Other investments 0.0%
- Partnership/joint venture interests 6.9%
- 103-12 investment entities 2.5%
- Common/collective trusts 2.2%
- Pooled separate accounts 5.2%
- Registered investment companies 24.7%
- Common stock 35.5%
Consultants and advisers
- Pension Benefit Information, LLC Pension consultantthrough Dec 31, 2024 Form 5500
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Ullico Investment Advisors, Inc.3 rows, latest Dec 31, 2024
- BNY Mellon3 rows, latest Dec 31, 2024
- Ullico Investment Advisors3 rows, latest Dec 31, 2024
- F/m Investments LLCplan years 2023
- Atalanta Sosnoff Capitalplan years 2022
- Gw&k Investment Management, LLCplan years 2022
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Consultant changedinferencePension Benefit Information LLC appears on NEW Jersey Building Laborers Statewide Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)with Pension Benefit Information, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceZiegler Capital Management LLC no longer appears on NEW Jersey Building Laborers Statewide Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Zeiglar Capital Management, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedF/m Investments LLC appears on NEW Jersey Building Laborers Statewide Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with F/m Investments LLCaskebsa.dol.gov
- Jan 1, 2023Assets changedNEW Jersey Building Laborers Statewide Pension Fund plan assets $583M -> $488M (-16.3%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $28.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $11.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $13.6M held | Disclosed holding | askebsa.dol.gov |
+6 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 7,166 | Not disclosed | Not disclosed | n/a | $546M | $37.8M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 7,198 | Not disclosed | Not disclosed | n/a | $520M | $30.9M | Not disclosed | $1.5M |
| 2022 to Dec 31, 2022 | 7,270 | Not disclosed | Not disclosed | n/a | $494M | $55.7M | Not disclosed | $1.5M |
- Ullico Investment Advisors Inc codes 28 51 52 72 $260,327 PY2024
- Morgan Stanley Graystone codes 27 51 $220,239 PY2024
- Atalanta Sosnoff Capital LLC codes 28 51 52 68 $206,655 PY2024
+53 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
NEW Jersey Building Laborers Statewide Pension Fund sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Manager relationship started2023-12-31source on record
- Manager relationship ended2023-12-31source on record
+1 more change on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+15 connections on the graph
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